United Capital Financial Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Hold |
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|
2025
Q1 | $341K | Hold |
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|
2024
Q4 | $320K | Hold |
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|
2024
Q3 | $331K | Hold |
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|
2024
Q2 | $330K | Hold |
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|
2024
Q1 | $337K | Hold |
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|
2023
Q4 | $305K | Hold |
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|
2023
Q3 | $312K | Hold |
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|
2023
Q2 | $291K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $282K | Sell |
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|
2015
Q3 | $379K | Sell |
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|
2015
Q2 | $645K | Sell |
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|
2015
Q1 | $1.07M | Sell |
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|
2014
Q4 | $1.31M | Sell |
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|
2014
Q3 | $1.93M | Buy |
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|
2014
Q2 | $2.04M | Sell |
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|
2014
Q1 | $2.6M | Buy |
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|
2013
Q4 | $1.37M | Buy |
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|
2013
Q3 | $906K | Buy |
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|
2013
Q2 | $817K | Buy |
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